Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-147,367
Closed -$2.66M 63
2020
Q1
$2.66M Sell
147,367
-32,621
-18% -$588K 1.14% 36
2019
Q4
$6.27M Sell
179,988
-917
-0.5% -$31.9K 1.45% 34
2019
Q3
$6.29M Buy
+180,905
New +$6.29M 1.51% 33